Polymita Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Polymita Wealth Management LLC provides investment advice and planning services to individuals, high net worth clients, trusts, estates and retirement plans, offering non-discretionary portfolio management alongside comprehensive financial planning and ongoing plan maintenance. The firm is newly registered and currently reports no assets under management or active advisory staff.
The firm’s asset management is non-discretionary: PWM develops investment recommendations, uses a mix of fundamental, technical, charting and cyclical analyses, and obtains client approval before executing trades. Financial planning covers a wide range of topics and can be delivered as a standalone plan or as an ongoing service with regular updates tied to changes in a client’s situation.
Compared with peers in the same regulatory category, PWM is notable for offering negotiated fixed fees for financial planning (including a recurring fixed-fee option) rather than relying solely on asset-based billing, and for providing portfolio management for individual clients despite having no active advisors on record. The firm’s managing member maintains a part-time bookkeeping role at a planning network, PWM does not serve as a private fund adviser, and it does not participate in wrap-fee programs.
Client services
Expertise
Fee options
Financial planning fixed fees $2,500 to $5,000; ongoing financial planning fixed fees $250 to $400 monthly
1.50% annually
Fee-only: Fixed fees for financial planning services between $2,500 and $5,000; ongoing financial planning monthly fees between $250 and $400
Main office
Santa Rosa CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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